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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,923 | $169,356+273.1% | $129,406+388.3% | $145,897+333.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.30% | 14418.62%-14411.3pp | 9468.18%-9460.9pp | 552.29%-545.0pp |
| Employer contribution / active EE | $35,872 | $5,542+547.3% | $4,155+763.3% | $4,663+669.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,799 | $9,915-41.5% | $7,689-24.6% | $13,390-56.7% |